Medpace HoldingsMEDP

13F holders, Q2 2025 (June 30)
602holders +16
71new positions
52sold out
11famous investors
$314.15avg. 13F price*

At the end of Q2 2025, 602 institutions reported holding Medpace Holdings Inc. (MEDP) in their 13F filings, up 16 from Q1 2025. 71 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($773.6M), Vanguard Group Inc. ($750.3M) and Wasatch Advisors LP ($296.9M). 11 famous investors held it, including Francois Rochon (2.8% of Giverny Capital's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Terry Smith (0.2% of Fundsmith's portfolio).

Company
Medpace Holdings Inc.
CUSIP
58506Q109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 594Q1 2024Q2 2024: 623Q2 2024Q3 2024: 584Q3 2024Q4 2024: 591Q4 2024Q1 2025: 586Q1 2025Q2 2025: 602Q2 2025Q3 2025: 673Q3 2025Q4 2025: 788Q4 2025Q1 2026: 734Q1 2026Q2 2026: 699Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions71$153.3M
Exits52$94.7M

All 13F filers, Q1 2025 → Q2 2025: 4,104,490 shares bought and 3,290,368 shares sold, net +814,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 602 holders

BlackRock, Inc. 0.01% Reduce -8.3% 2,464,690 $773.6M
Vanguard Group Inc. 0.01% Reduce -5.6% 2,390,623 $750.3M
Wasatch Advisors LP 1.55% Add +14.0% 945,814 $296.9M
Mawer Investment Management Ltd. 1.30% Add +17.4% 817,432 $256.6M
State Street Corp. 0.01% Reduce -9.7% 706,777 $221.8M
Renaissance Technologies 0.28% Add +17.4% 678,088 $212.8M
Geode Capital Management, LLC 0.01% Reduce -4.5% 637,927 $200.2M
AQR Capital Management 0.16% Add +15.1% 621,184 $193.3M
Baillie Gifford & Co. 0.12% Add +12040.7% 522,293 $163.9M
Bessemer Group Inc. 0.26% Reduce -12.8% 507,672 $159.3M
Morgan Stanley 0.01% Add +62.9% 488,227 $153.2M
TD Asset Management Inc 0.12% Add +15.6% 457,645 $143.6M
Invesco Ltd. 0.02% Reduce -61.9% 451,890 $141.8M
Epoch Investment Partners, Inc. 0.72% Add +11.4% 445,231 $139.7M
Riverbridge Partners LLC 2.19% Reduce -9.8% 434,024 $136.2M
Dimensional Fund Advisors LP 0.03% Add +24.7% 414,148 $130.0M
Millennium Management 0.10% Add +271.9% 344,930 $108.3M
D. E. Shaw & Co. 0.11% Add +60.4% 343,563 $107.8M
Northern Trust Corp. 0.01% Reduce -0.2% 336,669 $105.7M
Jane Street Group, LLC 0.16% Add +622.9% 311,778 $97.9M
Vulcan Value Partners, LLC 1.71% Reduce -11.8% 287,459 $96.9M
Findlay Park Partners LLP 1.00% Reduce -26.5% 307,600 $96.5M
Madison Asset Management, LLC 1.01% Add +2967.7% 297,048 $93.2M
Two Sigma Advisers, LP 0.18% Add +13.9% 278,400 $87.4M
UBS Group AG 0.02% Add +46.8% 273,682 $85.9M
Two Sigma Investments, LP 0.16% Add +13.6% 266,750 $83.7M
American Capital Management Inc. 3.46% Reduce -18.3% 265,431 $83.3M
JPMorgan Chase & Co. 0.01% Add +79.3% 265,270 $83.3M
Clearbridge Investments, LLC 0.07% Reduce -33.2% 263,909 $82.8M
Giverny Capital 2.82% Add +3.9% 261,755 $82.2M
GW&K Investment Management, LLC 0.73% Reduce -4.1% 259,703 $81.5M
Voloridge Investment Management, LLC 0.27% Add +17.8% 230,842 $72.5M
Spyglass Capital Management LLC 4.16% Reduce -7.3% 224,471 $70.5M
Norges Bank 0.01% Reduce -11.1% 212,188 $66.6M
Caisse de depot et placement du Quebec 0.14% Reduce -12.2% 202,474 $63.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.0% 194,491 $61.0M
Bank of America Corp. 0.00% Add +4.6% 189,964 $59.6M
Bank of New York Mellon Corp 0.01% Reduce -9.6% 177,830 $55.8M
Connor, Clark & Lunn Investment Management Ltd. 0.18% Add +83.5% 158,852 $49.9M
Bares Capital Management, Inc. 4.79% Add +319.2% 157,084 $49.3M
DF Dent & Co. Inc. 0.61% Add +2.9% 153,778 $48.3M
Boston Trust Walden Corp 0.34% Add +12.1% 151,074 $47.4M
Natixis Advisors, LLC 0.07% Add +896.8% 138,110 $43.3M
Stephens Investment Management Group LLC 0.55% Reduce -2.3% 133,782 $42.0M
Franklin Resources Inc. 0.01% Add +2.5% 131,144 $41.2M
Clarkston Capital Partners, LLC 0.86% New 129,259 $40.6M
Fundsmith 0.17% No change 127,537 $40.0M
Fisher Asset Management 0.02% Reduce -29.8% 125,347 $39.3M
Royal Bank of Canada 0.01% Add +153.6% 123,574 $38.8M
Raymond James Financial Inc. 0.01% Reduce -46.6% 121,260 $38.1M
Jacobs Levy Equity Management, Inc. 0.14% Reduce -4.3% 116,249 $36.5M
Thrivent Financial for Lutherans 0.08% Reduce -4.8% 115,275 $36.2M
T. Rowe Price Associates Inc. 0.00% Reduce -3.8% 103,304 $32.4M
Envestnet Asset Management Inc. 0.01% Add +9.7% 102,904 $32.3M
Arrowstreet Capital, Limited Partnership 0.02% Add +25.8% 102,739 $32.2M
Rice Hall James & Associates, LLC 1.73% Reduce -0.7% 102,454 $32.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +24.0% 101,443 $31.8M
Citigroup Inc. 0.02% Add +759.6% 99,036 $31.1M
Ameriprise Financial Inc. 0.01% Reduce -58.6% 98,157 $30.8M
Goldman Sachs Group Inc. 0.01% Reduce -65.4% 97,676 $30.7M
Annex Advisory Services, LLC 0.72% Reduce -3.8% 95,421 $29.9M
Sei Investments Co. 0.03% Add +5.4% 87,865 $27.6M
Smith Group Asset Management, LLC 1.69% Add +3.2% 82,223 $25.8M
Argent Capital Management LLC 0.72% Reduce -7.1% 80,247 $25.2M
Russell Investments Group, Ltd. 0.03% Add +13.8% 78,509 $24.6M
Mairs & Power Inc. 0.24% Add +134.9% 76,186 $23.9M
Fuller & Thaler Asset Management, Inc. 0.08% Reduce -14.4% 71,876 $22.6M
Swedbank AB 0.03% Add +4.4% 71,000 $22.3M
Citadel Advisors 0.02% New 69,002 $21.7M
Ranger Investment Management, L.P. 1.48% Reduce -5.1% 67,747 $21.3M
Rhumbline Advisers 0.02% Reduce -6.6% 67,471 $21.2M
Retirement Systems of Alabama 0.07% Reduce -2.4% 64,669 $20.3M
Nordea Investment Management AB 0.02% Add +4.8% 61,125 $19.1M
Skandinaviska Enskilda Banken AB (publ) 0.08% Reduce -59.0% 58,997 $18.5M
Congress Asset Management Co. 0.12% Add +4.6% 57,505 $18.0M
Janus Henderson Group PLC 0.01% Reduce -19.7% 56,330 $17.7M
Principal Financial Group Inc. 0.01% Reduce -7.4% 53,646 $16.8M
Wells Fargo & Company 0.00% Add +52.3% 52,951 $16.6M
Candriam S.C.A. 0.09% Reduce -14.4% 51,655 $16.2M
Jump Financial, LLC 0.20% New 50,114 $15.7M
Summit Creek Advisors LLC 2.19% Reduce -4.1% 50,101 $15.7M
Nuveen, LLC 0.00% Reduce -19.4% 49,967 $15.7M
Swiss National Bank 0.01% Reduce -4.1% 49,100 $15.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +35.8% 48,667 $15.3M
Canada Pension Plan Investment Board 0.01% Add +1.9% 48,300 $15.2M
Legal & General Group Plc 0.00% Reduce -13.2% 46,901 $14.7M
Local Pensions Partnership Investment Ltd 0.26% New 45,000 $14.1M
Man Group plc 0.03% Add +1.5% 43,984 $13.8M
California Public Employees Retirement System 0.01% Reduce -0.9% 43,710 $13.7M
Glenmede Investment Management, LP 0.07% — 43,081 $13.5M
Pacer Advisors, Inc. 0.04% Add +92.0% 42,906 $13.5M
Aberdeen Group plc 0.02% Reduce -33.6% 42,556 $13.4M
First Trust Advisors LP 0.01% Add +105.2% 42,219 $13.3M
McGuire Investment Group, LLC 1.69% Reduce -5.9% 42,020 $13.2M
Ensign Peak Advisors, Inc 0.02% Add +24.9% 41,723 $13.1M
Janney Montgomery Scott LLC 0.03% Reduce -18.9% 41,015 $12.9M
Nutshell Asset Management Ltd 7.64% New 40,929 $12.8M
Captrust Financial Advisors 0.03% Add +536.6% 40,572 $12.7M
Pictet Asset Management Holding SA 0.01% Reduce -12.1% 40,915 $12.7M
Algert Global LLC 0.26% Reduce -21.1% 39,380 $12.4M
Alliancebernstein L.P. 0.00% Add +23.3% 38,748 $12.2M
Oppenheimer Asset Management Inc. 0.14% Reduce -1.7% 37,700 $11.8M
Squarepoint Ops LLC 0.03% Reduce -21.8% 37,209 $11.7M
PineStone Asset Management Inc. 0.07% No change 36,300 $11.4M
Cerity Partners LLC 0.02% Reduce -16.9% 35,717 $11.2M
DekaBank Deutsche Girozentrale 0.02% Add +0.8% 36,311 $11.2M
Stifel Financial Corp. 0.01% Add +69.1% 35,665 $11.2M
Quantbot Technologies LP 0.28% Add +1246.0% 34,175 $10.7M
GMO 0.03% Add +53.5% 33,778 $10.6M
Trexquant Investment LP 0.12% Reduce -52.5% 32,877 $10.3M
New York State Teachers Retirement System 0.02% No change 32,608 $10.2M
Federated Hermes, Inc. 0.02% Add +44.9% 31,950 $10.0M
Rheos Capital Works Inc. 0.53% No change 29,101 $9.1M
Wellington Management Group LLP 0.00% Reduce -11.6% 27,462 $8.6M
FMR LLC 0.00% Reduce -44.2% 26,947 $8.5M
CI Investments Inc. 0.03% Reduce -18.4% 26,776 $8.4M
Edgestream Partners, L.P. 0.23% Add +22.4% 26,231 $8.2M
Van Eck Associates Corp. 0.01% Reduce -15.3% 25,577 $8.0M
Jefferies Financial Group Inc. 0.14% Add +20.1% 25,253 $7.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -10.3% 24,687 $7.7M
California State Teachers Retirement System 0.01% Reduce -0.7% 24,152 $7.6M
State of Wisconsin Investment Board 0.02% Reduce -23.4% 23,880 $7.5M
Tudor Investment Corporation 0.06% New 23,814 $7.5M
State Board of Administration of Florida Retirement System 0.01% Add +0.7% 23,373 $7.3M
Victory Capital Management Inc. 0.00% Reduce -4.2% 22,974 $7.2M
Ieq Capital, LLC 0.04% Add +2.3% 22,801 $7.2M
Segall Bryant & Hamill, LLC 0.10% Reduce -46.4% 22,728 $7.1M
EULAV Asset Management 0.16% Add +0.0% 22,105 $6.9M
Teacher Retirement System of Texas 0.03% Add +189.7% 21,508 $6.8M
Pinebridge Investments, L.P. 0.05% Reduce -4.6% 21,429 $6.7M
King Luther Capital Management Corp. 0.03% Add +1.5% 20,861 $6.5M
Capital Impact Advisors, LLC 1.96% Add +1.9% 20,500 $6.5M
Barclays PLC 0.00% Reduce -13.7% 20,634 $6.5M
Empowered Funds, LLC 0.07% Add +141.3% 20,391 $6.4M
Alpine Peaks Capital, LP 5.62% Reduce -7.3% 20,306 $6.4M
Public Employees Retirement System of Ohio 0.02% Reduce -0.3% 20,125 $6.3M
Heron Bay Capital Management 1.21% Add +0.3% 19,640 $6.2M
Voya Investment Management LLC 0.01% Reduce -11.9% 19,351 $6.1M
Worldquant Millennium Advisors LLC 0.03% Add +287.6% 19,183 $6.0M
New York State Common Retirement Fund 0.01% Reduce -6.0% 18,628 $5.8M
Grandeur Peak Global Advisors, LLC 0.70% Add +1.9% 18,626 $5.8M
Susquehanna International Group, LLP 0.01% Add +10.3% 18,595 $5.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.8% 18,523 $5.8M
Renaissance Group LLC 0.22% Add +30.2% 18,349 $5.8M
Advisory Services Network, LLC 0.09% Reduce -14.7% 13,473 $5.8M
HRT Financial LP 0.03% New 18,333 $5.8M
Cabot Wealth Management Inc. 0.67% Add +0.4% 18,043 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -6.8% 17,914 $5.6M
Ontario Teachers Pension Plan Board 0.12% Add +23.8% 17,593 $5.5M
PDT Partners, LLC 0.31% Add +1558.1% 17,294 $5.4M
Ascent Group, LLC 0.21% Add +10.8% 16,818 $5.3M
Abacus FCF Advisors LLC 0.74% Add +1.7% 16,746 $5.3M
Harel Insurance Investments & Financial Services Ltd. 0.06% Add +2.1% 16,742 $5.3M
LPL Financial LLC 0.00% Reduce -10.4% 16,469 $5.2M
Robeco Institutional Asset Management B.V. 0.01% New 16,010 $5.0M
Palisades Investment Partners, LLC 2.16% Reduce -2.6% 15,757 $4.9M
Chevy Chase Trust Holdings, LLC 0.01% Add +1.5% 15,131 $4.7M
Tandem Investment Advisors, Inc. 0.16% Add +27.4% 14,886 $4.7M
Moran Wealth Management, LLC 0.14% Reduce -12.3% 14,854 $4.7M
Globeflex Capital L P 0.38% Add +13.7% 14,727 $4.6M
Amundi 0.00% Add +1987.6% 14,112 $4.6M
WINTON GROUP Ltd 0.23% Reduce -27.4% 14,476 $4.5M
Gotham Asset Management 0.03% Add +109.8% 14,376 $4.5M
CW Advisors, LLC 0.04% Add +1.6% 14,258 $4.5M
Capital Fund Management S.A. 0.05% New 14,125 $4.4M
Intech Investment Management LLC 0.04% Reduce -34.7% 13,947 $4.4M
MetLife Investment Management, LLC 0.03% Reduce -8.5% 13,719 $4.3M
QRG Capital Management, Inc. 0.04% Add +2.5% 13,375 $4.2M
Schonfeld Strategic Advisors LLC 0.03% Add +51.0% 13,275 $4.2M
Truist Financial Corp. 0.01% Add +10.2% 12,898 $4.0M
Mercer Global Advisors Inc. 0.01% Reduce -0.5% 12,840 $4.0M
O'Brien Greene & Co. Inc 1.31% Add +3.2% 12,772 $4.0M
American Century Companies Inc. 0.00% Add +13.7% 12,717 $4.0M
Kornitzer Capital Management Inc. 0.08% Add +43.6% 12,455 $3.9M
State of Tennessee, Department of Treasury 0.01% Add +31.5% 12,404 $3.9M
Cetera Investment Advisers 0.01% Add +2.7% 12,337 $3.9M
Brevan Howard Capital Management LP 0.04% Add +202.5% 12,311 $3.9M
Willis Investment Counsel 0.23% Add +56.1% 12,250 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -8.8% 11,722 $3.7M
Dark Forest Capital Management LP 0.15% Add +18.2% 11,617 $3.6M
Amalgamated Bank 0.03% Reduce -5.2% 11,266 $3.5M
Militia Capital Partners, LP 1.66% Reduce -13.8% 11,200 $3.5M
Capital World Investors 0.00% Add +209.0% 11,169 $3.5M
Turtle Creek Asset Management Inc. 0.10% New 11,000 $3.5M
Hancock Whitney Corp. 0.07% Reduce -78.2% 10,965 $3.4M
Larson Financial Group LLC 0.14% Add +8.1% 10,862 $3.4M
Treasurer of the State of North Carolina 0.01% Reduce -8.2% 10,672 $3.4M
Prescott Group Capital Management, L.L.C. 0.37% No change 10,000 $3.1M
Comerica Bank 0.01% Reduce -3.1% 9,753 $3.1M
Fieldview Capital Management, LLC 0.45% Reduce -39.5% 9,584 $3.0M
Davidson Capital Management Inc. 0.71% Add +3.5% 9,474 $3.0M
Front Row Advisors LLC 1.03% Add +0.4% 9,441 $3.0M
B. Metzler seel. Sohn & Co. AG 0.03% Add +23.6% 9,430 $3.0M
McMorgan & Co. LLC 0.43% Add +2.3% 9,395 $2.9M
Campbell Newman Asset Management Inc. 0.23% Add +7.1% 9,348 $2.9M
Jackson Square Partners, LLC 1.08% Reduce -86.0% 9,326 $2.9M
AXA S.A. 0.01% No change 9,282 $2.9M
Oxbow Advisors, LLC 0.32% Add +3.6% 9,188 $2.9M
First Foundation Advisors 0.11% New 9,085 $2.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +26.4% 8,850 $2.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +11.2% 8,752 $2.7M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -5.8% 8,665 $2.7M
Pathstone Holdings, LLC 0.01% Reduce -24.8% 8,551 $2.7M
Fort Washington Investment Advisors Inc. 0.02% No change 8,525 $2.7M
Asio Capital, LLC 0.44% Add +16.9% 8,494 $2.7M
State of New Jersey Common Pension Fund D 0.01% No change 8,305 $2.6M
Blair William & Co. 0.01% Reduce -75.3% 8,269 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -7.8% 8,205 $2.6M
Prudential PLC 0.02% Reduce -32.4% 8,133 $2.6M
Beacon Pointe Advisors, LLC 0.03% Add +2.5% 8,108 $2.5M
Lazard Asset Management LLC 0.00% Reduce -71.8% 7,831 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 7,664 $2.4M
Arizona State Retirement System 0.01% Reduce -1.1% 7,484 $2.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +1.4% 7,059 $2.2M
Aquatic Capital Management LLC 0.04% New 7,012 $2.2M
Zions Bancorporation, National Association 0.12% Reduce -21.5% 6,979 $2.2M
Empirical Finance, LLC 0.11% Add +72.4% 6,974 $2.2M
Advisors Asset Management, Inc. 0.04% Reduce -2.4% 6,971 $2.2M
Cwm, LLC 0.01% Reduce -15.0% 6,927 $2.2M
Deutsche Bank AG 0.00% Reduce -1.1% 6,848 $2.1M
BNP Paribas Financial Markets 0.00% Reduce -58.1% 6,753 $2.1M
NewEdge Wealth, LLC 0.03% Add +256.1% 4,882 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -5.7% 6,600 $2.1M
Handelsbanken Fonder AB 0.01% Add +6.5% 6,600 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -6.7% 6,572 $2.1M
US Bancorp \de 0.00% Reduce -11.6% 6,535 $2.1M
Zacks Investment Management 0.02% Reduce -2.7% 6,403 $2.0M
Osaic Holdings, Inc. 0.00% Add +55.4% 6,334 $2.0M
KLP Kapitalforvaltning As 0.01% Reduce -1.6% 6,300 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.5% 6,076 $2.0M
OP Asset Management Ltd 0.03% No change 6,083 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.4% 6,055 $1.9M
Mariner, LLC 0.00% Add +35.1% 6,030 $1.9M
NFJ Investment Group, LLC 0.07% Reduce -0.6% 5,953 $1.9M
Nebula Research & Development LLC 0.16% Add +211.9% 5,849 $1.8M
China Universal Asset Management Co., Ltd. 0.17% Reduce -5.5% 5,773 $1.8M
Verition Fund Management LLC 0.01% Add +69.3% 5,773 $1.8M
Homestead Advisers Corp 0.04% No change 5,750 $1.8M
Jain Global LLC 0.03% Add +418.6% 5,700 $1.8M
State of Michigan Retirement System 0.01% Reduce -5.0% 5,699 $1.8M
KBC Group NV 0.00% Add +391.5% 5,697 $1.8M
Allworth Financial LP 0.01% Add +9708.8% 5,591 $1.8M
HBK Sorce Advisory LLC 0.05% Add +3.3% 5,581 $1.8M
Watchtower Advisors, LP 1.03% No change 5,519 $1.7M
Creative Planning 0.00% Add +2.6% 5,479 $1.7M
Danske Bank A/S 0.00% Reduce -18.5% 5,461 $1.7M
Joseph Group Capital Management 0.56% Add +27.4% 5,317 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -5.3% 5,261 $1.7M
New Age Alpha Advisors, LLC 0.07% Add +0.6% 5,206 $1.6M
FORA Capital, LLC 0.18% Add +6.2% 5,141 $1.6M
New Mexico Educational Retirement Board 0.05% No change 5,100 $1.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -4.0% 4,867 $1.5M
Berkeley, Inc 0.55% New 4,839 $1.5M
HighTower Advisors, LLC 0.00% Add +50.8% 4,806 $1.5M
Consolidated Press International Holdings Ltd. 0.25% Add +29.7% 4,800 $1.5M
Linden Thomas Advisory Services, LLC 0.16% Add +0.4% 4,763 $1.5M
Xponance LLC 0.01% Reduce -9.1% 4,731 $1.5M
Banco Santander, S.A. 0.01% Add +24.3% 4,720 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +3.2% 4,717 $1.5M
Guggenheim Capital LLC 0.01% Reduce -4.3% 4,712 $1.5M
Quantinno Capital Management LP 0.01% Add +78.4% 4,694 $1.5M
Los Angeles Capital Management LLC 0.01% Reduce -83.0% 4,665 $1.5M
Lifestyle Asset Management, Inc. 0.68% Add +10.2% 4,624 $1.5M
Polen Capital Management LLC 0.00% Reduce -81.2% 4,608 $1.4M
Qube Research & Technologies Ltd 0.00% New 4,594 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -6.9% 4,576 $1.4M
South Dakota Investment Council 0.03% No change 4,535 $1.4M
Oak Associates Ltd. 0.09% No change 4,471 $1.4M
CX Institutional 0.05% New 4,443 $1.4M
Tidal Investments LLC 0.01% Add +25.1% 4,428 $1.4M
Corient Private Wealth LP 0.00% Add +47.3% 4,409 $1.4M
Diversify Wealth Management, LLC 0.09% Add +27.4% 3,011 $1.4M
Roberts Glore & Co. Inc. 0.40% Add +3.3% 4,391 $1.4M
MML Investors Services, LLC 0.00% Add +8.5% 4,385 $1.4M
Redwood Investment Management, LLC 0.15% Reduce -0.6% 4,377 $1.4M
&partners 0.01% Add +124.7% 4,323 $1.4M
Cim, LLC 0.18% Add +5.9% 4,265 $1.3M
Vestcor Inc 0.04% No change 4,199 $1.3M
Covey Capital Advisors, LLC 1.41% Add +0.5% 4,160 $1.3M
Oddo BHF Asset Management Sas 0.05% Add +22.5% 4,143 $1.3M
Engineers Gate Manager LP 0.02% Reduce -45.3% 4,072 $1.3M
Vident Advisory, LLC 0.01% Add +3.3% 3,998 $1.3M
Strategic Global Advisors, LLC 0.20% Add +6.3% 3,949 $1.2M
Diversify Advisory Services, LLC 0.05% Add +195.5% 2,618 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% New 3,762 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.7% 3,749 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +0.1% 3,646 $1.1M
LGT Fund Management Co Ltd. 0.10% Add +130.4% 3,640 $1.1M
Bank of Montreal 0.00% Reduce -12.6% 3,500 $1.1M
Campbell & CO Investment Adviser LLC 0.07% New 3,374 $1.1M
Sheets Smith Wealth Management 0.12% Add +1.3% 3,332 $1.0M
Westover Capital Advisors, LLC 0.20% Reduce -35.3% 3,250 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +47.8% 3,225 $1.0M
Neuberger Berman Group LLC 0.00% Add +4.9% 3,177 $997K
Marshall Financial Group, LLC 0.19% Add +4.6% 3,070 $979K
Ethic Inc. 0.02% Add +34.5% 3,127 $972K
Atria Investments, Inc 0.01% Add +7.7% 3,079 $966K
Inceptionr LLC 0.22% Reduce -1.3% 3,046 $956K
Forte Capital LLC 0.10% Reduce -0.7% 3,034 $952K
Headlands Technologies LLC 0.11% Reduce -61.0% 3,016 $947K
Atria Wealth Solutions, Inc. 0.02% Reduce -13.2% 2,984 $937K
Novem Group 0.12% Add +1.9% 2,980 $935K
Federation des caisses Desjardins du Quebec 0.00% Add +973.3% 2,973 $934K
Aviva PLC 0.00% Add +58.5% 2,883 $905K
Park Avenue Securities LLC 0.01% Add +4.6% 2,875 $902K
Kendall Capital Management 0.24% Reduce -2.1% 2,855 $896K
Exchange Traded Concepts, LLC 0.01% Add +4.7% 2,727 $856K
Private Advisor Group, LLC 0.00% Add +8.1% 2,704 $849K
Public Employees Retirement Association of Colorado 0.00% No change 2,695 $846K
State of Alaska, Department of Revenue 0.01% Reduce -9.4% 2,651 $832K
Ausbil Investment Management Ltd 0.49% Add +33.7% 2,636 $827K
Symmetry Investments LP 0.07% Reduce -45.0% 2,611 $819K
Womack Financial LLC 0.68% Reduce -0.4% 2,590 $813K
Bokf, NA 0.01% Reduce -3.5% 2,522 $792K
Brown Advisory Inc. 0.00% Reduce -10.0% 2,506 $787K
Commonwealth Equity Services, LLC 0.00% Reduce -8.2% 2,494 $783K
Kestra Private Wealth Services, LLC 0.01% Add +13.4% 2,493 $782K
Alliance Wealth Advisors, LLC 0.19% Add +1.5% 2,482 $779K
PDS Planning, Inc 0.06% Add +1.5% 2,421 $760K
New York Life Investment Management LLC 0.01% Reduce -5.0% 2,415 $758K
Crossmark Global Holdings, Inc. 0.01% Add +5.6% 2,397 $752K
Fiduciary Trust Co 0.01% Add +15.8% 2,393 $751K
Quadrant Capital Group LLC 0.03% Reduce -28.9% 2,387 $749K
Illinois Municipal Retirement Fund 0.01% New 2,333 $732K
AlphaQuest LLC 0.07% Add +73.5% 2,269 $712K
Cim Investment Management Inc. 0.14% Add +100.7% 2,202 $712K
ProShare Advisors LLC 0.00% Reduce -11.8% 2,188 $687K
Schulhoff & Co. Inc. 0.30% Reduce -18.4% 2,187 $686K
Integrated Investment Consultants, LLC 0.13% Reduce -0.6% 2,172 $682K
Pitcairn Co. 0.04% Reduce -10.6% 2,132 $669K
denkapparat Operations GmbH 0.53% Add +67.8% 2,118 $665K
LGT Group Foundation 0.01% Reduce -6.1% 2,101 $659K
Commerce Bank 0.00% Reduce -3.1% 2,072 $650K
Merit Financial Group, LLC 0.01% Reduce -12.5% 2,003 $629K
Core Wealth Partners LLC 0.32% No change 2,000 $628K
Prudential Financial Inc. 0.00% Reduce -62.5% 1,997 $627K
Empirical Asset Management, LLC 0.19% Add +29.9% 1,993 $626K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -22.0% 1,958 $615K
LRT Capital Management, LLC 0.36% Add +170.4% 1,955 $614K
Trust Point Inc. 0.06% Reduce -36.7% 1,941 $609K
Perbak Capital Partners LLP 0.14% New 1,926 $604K
Lindenwold Advisors, INC 0.31% Reduce -0.1% 1,905 $598K
Dakota Wealth Management 0.01% Reduce -12.3% 1,856 $583K
BloombergSen Inc. 0.05% New 1,852 $581K
Centaurus Financial, Inc. 0.03% Add +14.7% 1,852 $581K
Centiva Capital, LP 0.04% Reduce -60.5% 1,842 $578K
Meeder Advisory Services, Inc. 0.03% Add +117.8% 1,836 $576K
Farther Finance Advisors, LLC 0.01% Add +41.3% 1,815 $570K
Avantax Advisory Services, Inc. 0.00% Add +44.7% 1,803 $566K
Yorktown Management & Research Co Inc 0.54% No change 1,800 $565K
Pallas Capital Advisors LLC 0.02% Reduce -38.3% 1,800 $565K
Liontrust Investment Partners LLP 0.01% Reduce -1.7% 1,797 $564K
Securian Asset Management, Inc. 0.02% Reduce -9.2% 1,795 $563K
Steward Partners Investment Advisory, LLC 0.00% Reduce -27.6% 1,784 $560K
Independent Financial Group, LLC 0.02% Add +40.5% 1,754 $551K
Blalock Williams, LLC 0.55% Add +1.9% 1,746 $548K
Sanctuary Advisors, LLC 0.00% Add +31.1% 1,737 $545K
Piar LLC 0.60% No change 1,750 $533K
Graham Capital Management, L.P. 0.02% Add +50.5% 1,655 $519K
Johnson Investment Counsel Inc. 0.00% Add +9.8% 1,647 $517K
Vontobel Holding Ltd. 0.00% Add +7.4% 1,622 $509K
Leonteq Securities AG 0.03% Add +33.9% 1,606 $504K
Annandale Capital, LLC 0.09% New 1,600 $502K
Brighton Jones LLC 0.01% New 1,559 $489K
CreativeOne Wealth, LLC 0.01% Reduce -61.1% 1,483 $465K
Enhancing Capital LLC 0.35% Reduce -0.1% 1,482 $465K
Voya Financial Advisors, Inc. 0.05% Reduce -1.5% 1,480 $460K
Allspring Global Investments Holdings, LLC 0.00% Reduce -68.9% 1,428 $458K
OMERS ADMINISTRATION Corp 0.00% Reduce -76.1% 1,450 $455K
Synovus Financial Corp. 0.01% Reduce -45.6% 1,442 $453K
Choreo, LLC 0.01% New 1,441 $452K
Coldstream Capital Management Inc. 0.01% Reduce -7.3% 1,440 $452K
Global Financial Private Client, LLC 0.17% Add +2525.9% 1,418 $445K
Catalyst Capital Advisors LLC 0.01% No change 1,380 $433K
Essential Partners LLC 0.17% — 1,366 $429K
Capstone Investment Advisors, LLC 0.00% New 1,363 $428K
Focus Partners Advisor Solutions, LLC 0.01% Add +24.1% 1,361 $427K
Baird Financial Group, Inc. 0.00% Add +15.6% 1,344 $422K
Premier Fund Managers Ltd 0.02% Add +30.1% 1,344 $417K
Nomura Holdings Inc. 0.00% New 1,301 $408K
Outlook Wealth Advisors, LLC 0.10% Reduce -1.2% 1,293 $406K
Semanteon Capital Management, LP 0.60% New 1,272 $399K
Gallacher Capital Management LLC 0.18% Add +0.7% 1,264 $397K
Allianz Asset Management GmbH 0.00% Reduce -32.5% 1,245 $391K
Financial Advocates Investment Management 0.03% Reduce -5.1% 1,237 $388K
Simplex Trading, LLC 0.01% Add +92.2% 1,238 $388K
Martingale Asset Management L P 0.01% Reduce -34.6% 1,231 $386K
Utah Retirement Systems 0.00% Reduce -11.1% 1,207 $379K
Benjamin Edwards Inc. 0.00% Add +0.5% 1,207 $379K
Maryland State Retirement & Pension System 0.01% No change 1,188 $373K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +10.4% 1,182 $371K
Compound Planning, Inc. 0.01% Reduce -4.5% 1,175 $369K
Keebeck Wealth Management 0.05% New 1,173 $368K
Vista Finance, LLC 0.31% Add +4.0% 1,158 $363K
Forum Financial Management, LP 0.01% No change 1,145 $359K
Quantessence Capital LLC 0.11% New 1,143 $359K
Norden Group LLC 0.04% Reduce -28.2% 1,122 $352K
NewEdge Advisors, LLC 0.00% Add +7.0% 1,121 $352K
Alps Advisors Inc. 0.00% Add +1.2% 1,111 $349K
Legato Capital Management LLC 0.04% No change 1,110 $348K
Canopy Partners, LLC 0.13% No change 1,100 $345K
Shell Asset Management Co. 0.01% Reduce -15.1% 1,099 $345K
Focus Partners Wealth 0.00% Reduce -24.6% 1,096 $344K
Portside Wealth Group, LLC 0.05% Add +2.5% 1,090 $342K
O'shaughnessy Asset Management, LLC 0.00% Reduce -20.1% 1,075 $337K
Venturi Wealth Management, LLC 0.02% New 1,074 $337K
Acadian Asset Management LLC 0.00% Reduce -28.0% 1,068 $335K
Cary Street Partners Financial LLC 0.01% Reduce -0.4% 1,060 $333K
Optimum Investment Advisors 0.14% No change 1,050 $330K
Verdence Capital Advisors LLC 0.02% Add +5.8% 1,049 $329K
Argent Trust Co 0.01% Reduce -4.3% 1,044 $328K
Arkadios Wealth Advisors 0.01% New 1,043 $327K
Integrated Advisors Network LLC 0.01% Add +40.3% 1,041 $327K
Independent Advisor Alliance 0.01% Add +1.0% 1,010 $317K
XTX Topco Ltd 0.01% Reduce -84.1% 1,009 $317K
Versor Investments LP 0.06% Reduce -37.5% 999 $314K
Wealth Alliance, LLC 0.03% Add +5.4% 992 $311K
Lombard Odier Asset Management (USA) Corp 0.10% New 980 $308K
Marshall Wace, LLP 0.00% Reduce -71.2% 969 $304K
Snowden Capital Advisors LLC 0.01% Reduce -2.3% 966 $303K
Smith Shellnut Wilson LLC 0.13% No change 963 $302K
CIBC Asset Management Inc 0.00% No change 953 $299K
Sivia Capital Partners, LLC 0.10% New 944 $296K
M&T Bank Corp 0.00% Add +3.4% 939 $295K
Integrated Wealth Concepts LLC 0.00% New 928 $291K
SG Americas Securities, LLC 0.00% Reduce -71.9% 928 $291K
EverSource Wealth Advisors, LLC 0.01% Add +460.1% 913 $287K
Angeles Wealth Management, LLC 0.02% Reduce -2.5% 908 $285K
Shelton Capital Management 0.01% Reduce -2.7% 895 $281K
Journey Advisory Group, LLC 0.02% Reduce -66.5% 880 $276K
Equitable Trust Co. 0.01% Reduce -70.3% 860 $270K
HBW Advisory Services LLC 0.03% Add +2.6% 859 $270K
Ipswich Investment Management Co., Inc. 0.06% No change 855 $268K
Azzad Asset Management Inc. 0.03% Add +4.3% 846 $266K
EntryPoint Capital, LLC 0.13% Reduce -3.6% 819 $257K
Praxis Investment Management Inc. 0.02% No change 820 $257K
Parkside Financial Bank & Trust 0.03% No change 801 $251K
GF Fund Management Co. LTD. 0.01% No change 796 $250K
Procyon Advisors, LLC 0.02% Reduce -3.4% 790 $248K
HighPoint Advisor Group LLC 0.01% Reduce -0.3% 788 $247K
Sequoia Financial Advisors, LLC 0.00% Reduce -5.3% 781 $245K
Kestra Advisory Services, LLC 0.00% Add +0.4% 781 $245K
GWN Securities Inc. 0.05% New 746 $243K
SkyOak Wealth, LLC 0.05% Add +2.0% 773 $243K
HB Wealth Management, LLC 0.00% Reduce -8.5% 768 $241K
Prelude Capital Management, LLC 0.02% Add +16.4% 765 $240K
Applied Finance Capital Management, LLC 0.02% No change 765 $240K
Baron Wealth Management LLC 0.08% Reduce -17.9% 762 $239K
Proficio Capital Partners LLC 0.01% Reduce -3.6% 749 $235K
Claret Asset Management Corp 0.03% New 748 $235K
Salem Investment Counselors Inc. 0.01% No change 745 $234K
Florida Financial Advisors, LLC 0.06% New 743 $233K
Hardy Reed LLC 0.02% No change 737 $231K
Deerfield Management Company, L.P. 0.00% New 736 $231K
Gibbs Wealth Management 0.04% New 734 $230K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 732 $230K
Jones Financial Companies LLLP 0.00% Add +573.4% 734 $228K
Journey Strategic Wealth LLC 0.01% New 726 $228K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 718 $225K
Gsa Capital Partners LLP 0.02% New 710 $223K
Townsquare Capital LLC 0.02% Reduce -93.8% 710 $223K
Westfield Capital Management Co. LP 0.00% New 703 $221K
Axq Capital, LP 0.07% New 691 $217K
Mgo One Seven LLC 0.01% Reduce -4.6% 683 $214K
Nisa Investment Advisors, LLC 0.00% Reduce -7.1% 679 $213K
Steel Grove Capital Advisors, LLC 0.02% New 665 $209K
Swiss Life Asset Management Ltd 0.00% New 663 $208K
City Center Advisors, LLC 0.22% New 655 $206K
Burney Co./ 0.01% Reduce -15.4% 653 $205K
Aster Capital Management (DIFC) Ltd 0.05% Reduce -57.1% 648 $203K
Stegent Equity Advisors, Inc. 0.18% New 647 $203K
Fielder Capital Group LLC 0.05% Reduce -8.0% 641 $201K
Regions Financial Corp. 0.00% New 641 $201K
Nemes Rush Group LLC 0.02% Add +8.3% 628 $197K
Covestor Ltd 0.11% Reduce -5.7% 617 $194K
Signaturefd, LLC 0.00% Reduce -9.5% 593 $186K
Smartleaf Asset Management LLC 0.02% Reduce -13.3% 592 $184K
STRS Ohio 0.00% Reduce -98.3% 546 $171K
Tower Research Capital LLC (TRC) 0.00% Add +41.4% 533 $167K
Sectoral Asset Management Inc. 0.11% No change 531 $167K
GAMMA Investing LLC 0.01% Add +69.7% 521 $164K
Blue Trust, Inc. 0.00% Add +10.5% 516 $162K
Future Financial Wealth Managment LLC 0.11% No change 500 $157K
Fifth Third Bancorp 0.00% Reduce -27.6% 455 $143K
UMB Bank, n.a. 0.00% Reduce -9.8% 442 $139K
Icon Wealth Advisors, LLC 0.01% Reduce -13.6% 439 $138K
Sunbelt Securities, Inc. 0.01% Reduce -3.0% 413 $137K
Principal Securities, Inc. 0.00% Add +13.6% 417 $131K
Brown Brothers Harriman & Co. 0.00% New 400 $126K
AdvisorNet Financial, Inc 0.01% No change 397 $125K
Huntington National Bank 0.00% Add +119.0% 392 $123K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.3% 349 $110K
Clearstead Advisors, LLC 0.00% Add +5.1% 330 $103K
Duncker Streett & Co. Inc. 0.02% No change 310 $97K
Brooklyn Investment Group 0.01% Add +200.0% 300 $94K
Versant Capital Management, Inc 0.01% Add +624.4% 297 $93K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -14.9% 292 $92K
Park Place Capital Corp 0.02% No change 273 $88K
Caitong International Asset Management Co., Ltd 0.06% Add +6675.0% 271 $85K
Harbor Investment Advisory, LLC 0.01% No change 271 $85K
TD Private Client Wealth LLC 0.00% No change 265 $83K
CIBC Private Wealth Group LLC 0.00% Add +0.4% 249 $78K
Lanark Financial, Inc. 0.01% Reduce -87.1% 251 $78K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 248 $78K
First Horizon Advisors, Inc. 0.00% Reduce -8.7% 243 $76K
Assetmark, Inc. 0.00% Add +7.4% 232 $73K
Parallel Advisors, LLC 0.00% Add +1.3% 228 $72K
MAI Capital Management 0.00% Reduce -53.9% 225 $71K
Cary Street Partners Investment Advisory LLC 0.03% Add +514.3% 215 $67K
Hantz Financial Services, Inc. 0.00% Add +5075.0% 207 $65K
C M Bidwell & Associates Ltd. 0.03% No change 201 $63K
IFP Advisors, Inc 0.00% Add +223.3% 194 $61K
Global Retirement Partners, LLC 0.00% — 191 $60K
Walleye Capital LLC 0.00% New 190 $60K
LRI Investments, LLC 0.00% No change 184 $58K
Natixis 0.00% Add +97.7% 172 $54K
State of Wyoming 0.01% Reduce -55.3% 163 $51K
Gould Capital, LLC 0.03% No change 150 $47K
CENTRAL TRUST Co 0.00% Reduce -18.9% 150 $47K
Clark Wealth Partners 0.03% No change 125 $39K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -47.1% 118 $37K
Employees Retirement System of Texas 0.00% New 116 $36K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.6% 106 $33K
Whittier Trust Co. 0.00% Reduce -3.7% 105 $33K
AllSquare Wealth Management LLC 0.02% No change 100 $31K
Daiwa Securities Group Inc. 0.00% No change 98 $31K
Geneos Wealth Management Inc. 0.00% Reduce -2.1% 92 $29K
SBI Securities Co., Ltd. 0.00% Reduce -9.2% 89 $28K
CoreCap Advisors, LLC 0.00% Add +3900.0% 80 $25K
Cullen/Frost Bankers, Inc. 0.00% Add +90.2% 78 $24K
Whittier Trust Co. of Nevada Inc. 0.00% Add +54.0% 77 $24K
Pinnacle Holdings, LLC 0.01% New 74 $23K
Colonial Trust Co / SC 0.00% Add +16.1% 72 $22K
Darwin Wealth Management, LLC 0.01% No change 70 $22K
Solstein Capital, LLC 0.01% No change 67 $21K
Truvestments Capital LLC 0.00% No change 65 $20K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 65 $20K
Arax Advisory Partners 0.00% Reduce -23.2% 63 $20K
Rise Advisors, LLC 0.01% No change 58 $18K
Wilmington Savings Fund Society, FSB 0.00% Reduce -91.5% 58 $18K
Cornerstone Planning Group LLC 0.00% Reduce -16.7% 40 $17K
Johnson Financial Group, Inc. 0.00% Reduce -5.6% 51 $16K
GHP Investment Advisors, Inc. 0.00% No change 50 $16K
Ameriflex Group, Inc. 0.01% No change 50 $15K
Kestra Investment Management, LLC 0.00% Add +366.7% 42 $13K
Community Bank, N.A. 0.00% No change 40 $13K
Sterling Capital Management LLC 0.00% Reduce -59.3% 35 $11K
Fairscale Capital, LLC 0.01% No change 25 $11K
Murphy & Mullick Capital Management Corp 0.01% No change 22 $9K
Creative Financial Designs Inc. 0.00% Reduce -58.3% 25 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 24 $8K
Bell Investment Advisors, Inc 0.00% No change 24 $8K
Private Trust Co. NA 0.00% Reduce -17.2% 24 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -4.3% 22 $7K
Farmers & Merchants Investments Inc. 0.00% Add +10.5% 21 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 14 $6K
Bayforest Capital Ltd 0.00% Reduce -98.8% 20 $6K
Activest Wealth Management 0.00% Reduce -41.2% 20 $6K
Hemington Wealth Management 0.00% Reduce -19.2% 21 $6K
Financial Network Wealth Advisors LLC 0.01% No change 19 $6K
Ameritas Advisory Services, LLC 0.00% New 19 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 17 $5K
Sound Income Strategies, LLC 0.00% New 16 $5K
True Wealth Design, LLC 0.00% Reduce -90.6% 13 $4K
High Note Wealth, LLC 0.00% Add +9.1% 12 $4K
Anfield Capital Management, LLC 0.00% No change 11 $3K
Ancora Advisors LLC 0.00% New 11 $3K
Hartford Financial Management Inc. 0.00% No change 10 $3K
Kilter Group LLC 0.00% New 8 $3K
Grove Bank & Trust 0.00% Reduce -70.4% 8 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $2K
Rakuten Securities, Inc. 0.00% Add +16.7% 7 $2K
Fortitude Family Office, LLC 0.00% New 7 $2K
NewSquare Capital LLC 0.00% Reduce -41.7% 7 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 6 $2K
ORG Partners LLC 0.00% No change 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Bare Financial Services, Inc 0.00% No change 5 $2K
Asset Dedication, LLC 0.00% New 5 $2K
Millstone Evans Group, LLC 0.00% New 5 $2K
Binnacle Investments Inc 0.00% No change 5 $2K
SJS Investment Consulting Inc. 0.00% Reduce -42.9% 4 $1K
MV Capital Management, Inc. 0.00% Reduce -20.0% 4 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
Cromwell Holdings LLC 0.00% New 3 $942
Rialto Wealth Management, LLC 0.00% New 3 $942
Tortoise Investment Management, LLC 0.00% New 3 $942
Hughes Financial Services, LLC 0.00% New 2 $861
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $628
CVA Family Office, LLC 0.00% Reduce -60.0% 2 $628
Stephens Consulting, LLC 0.00% New 2 $628
Arlington Trust Co LLC 0.00% New 2 $628
Montag A & Associates Inc. 0.00% Reduce -33.3% 2 $560
DecisionPoint Financial, LLC 0.00% New 1 $322
Parkworth Wealth Management, Inc. 0.00% No change 1 $314
Quaker Wealth Management, LLC 0.00% — 1 $314
Prestige Wealth Management Group LLC 0.00% New 1 $314
Aventura Private Wealth, LLC 0.00% No change 1 $314
Manchester Capital Management LLC 0.00% No change 1 $314
Bay Harbor Wealth Management, LLC 0.00% New 1 $313
Avion Wealth 0.00% No change 2 $0

"% of holder's portfolio" is MEDP's weight in each manager's 13F, not the share of Medpace Holdings Inc. the manager owns.